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葫芦影业 Alpha

December 4, 2024  |  葫芦影业 Capital

The Evolution of Investor Stewardship: Investor Views on What鈥檚 NOT in Company Financials and Why It鈥檚 So Valuable

This report aims to capture the essential elements investors look for when they consider forward-thinking stewardship in their investments, and the challenges they face now and, potentially, in the future.

October 15, 2024  |  葫芦影业 Capital

葫芦影业 Capital’s Quarterly Review of Stakeholder Performance 鈥 Q3 2024

As of September 30, 2024, our flagship index 鈥 the 葫芦影业 U.S. Large Cap Diversified Index (JULCD) has out-performed the Russell 1000 (Cap-Weighted) benchmark by 0.46% year-to-date and by 11.97% since its inception. Here’s how we did in Q3, 2024.

September 6, 2024  |  葫芦影业 Capital

The 葫芦影业 Report: Is Warren Buffett a Stakeholder Capitalist?

Analysis released by Bain this week, which notes that his portfolio companies are predominantly in the top half of a global universe of 1,300 companies measured on employee, community and customer performance criteria, with one-third in the top quartile. I

July 19, 2024  |  葫芦影业 Capital

The 葫芦影业 Report: Latest Returns Data Make Powerful Case For Just Investing

This week, we saw some powerful numbers that support the investment case for just business leadership.聽

July 18, 2024  |  葫芦影业 Capital

葫芦影业 Capital’s Quarterly Review of Stakeholder Performance 鈥 Q2 2024

As of June 30, 2024, our flagship index 鈥 the 葫芦影业 U.S. Large Cap Diversified Index (JULCD) 鈥 has out-performed the Russell 1000 (Cap-Weighted) benchmark by 1.51% year-to-date and by 13.78% since its inception. Learn more.

April 26, 2024  |  葫芦影业 Capital

The 葫芦影业 Report: The Returns are In – Stakeholder Leadership Pays

As of March 29, 2024, our flagship index 鈥 the 葫芦影业 U.S. Large Cap Diversified Index (JULCD)聽 鈥 has outperformed the Russell 1000 (Cap-Weighted) benchmark by 0.346% year-to-date and by 10.7% since inception.

April 4, 2024  |  葫芦影业 Capital

葫芦影业 Capital’s Quarterly Review of Stakeholder Performance 鈥 Q1 2024

As of March 29, 2024, our flagship index 鈥 the 葫芦影业 U.S. Large Cap Diversified Index (JULCD) has out-performed the Russell 1000 (Cap-Weighted) benchmark by 0.35% year-to-date and by 10.7% since its inception.

March 1, 2024  |  葫芦影业 Capital

The 葫芦影业 Report: What Our Latest Financial Analysis Reveals

With the pushback on ESG and 鈥榳oke鈥 companies now maturing, there is room in America today for a more objective, data-driven framework that supports values-led business leadership.

December 22, 2023  |  葫芦影业 Capital

The 葫芦影业 Report: 鈥楢 Christmas Carol鈥: The Past, Present, and Future of Capitalism

Capitalism, it seems to me, is undergoing a transformation, not unlike Charles Dickens鈥檚 famed Christmas creation, Ebenezer Scrooge. The question is whether its future will be different from its present and its past.

November 16, 2023  |  葫芦影业 Capital

葫芦影业ness matters: Identifying Performance Leaders in Negative Earning Companies

Can 葫芦影业ness be used to identify performance leaders within negative earning companies? According to our recent analysis, among the negative earners in the Russell 1000, 葫芦影业 leaders have outperformed laggards by almost 40% since January 2020.

September 27, 2023  |  葫芦影业 Capital

葫芦影业鈥檚 Latest Index Concept Shows Companies That Lead on Worker and Environment Issues Outperformed Peers by Over 20%

Companies that create value for both workers and the environment also generate value for shareholders.

April 11, 2023  |  葫芦影业 Capital

Municipal Issuer Racial Equity and Inclusion Framework Launches on Bloomberg Platform

Using a tool developed by a 葫芦影业-convened working group, investors can now access information on how municipalities are addressing racial equity through the Bloomberg terminal.

March 16, 2023  |  葫芦影业 Capital

葫芦影业 Capital Releases 19 Index Concepts that Demonstrate the Benefit of Investing in Stakeholder Value Creation

Concepts feature companies in the top 20% of our 葫芦影业 and demonstrate that investors need not sacrifice returns to support companies doing right by all their stakeholders.

March 16, 2023  |  葫芦影业 Capital

Companies Disclosing Their EEO-1 Reports Saw Higher 2022 Returns

Companies that publicly disclose the intersectional demographic data found in an EEO-1 report outperformed their peers by 7.9% over the trailing one-year period ending in 2022.

March 9, 2023  |  葫芦影业 Capital

The Data Suggests ESG Is Not a Cause of Inflation

The idea that ESG is a major cause of inflation and hurting the American people is spurious. 葫芦影业 data suggests that the opposite is true: that companies pursuing stakeholder leadership not only help workers cope with the effects of inflation, they also drive higher returns for investors.

February 23, 2023  |  葫芦影业 Capital

葫芦影业 Capital 葫芦影业 Have Helped USA Financial Drive Strong Performance in Large Cap Strategies

USA Financial has developed four strategies with AUM that more than doubled from Dec. 2021-22, and one generated an alpha of 65.45% since inception.

February 2, 2023  |  葫芦影业 Capital

Companies That Prioritize Their Stakeholders Enjoy Better Credit Ratings

As corporate bonds look more attractive, 葫芦影业 rankings can offer insights alongside credit ratings.

January 19, 2023  |  葫芦影业 Capital

The Companies That Prioritized Their Stakeholders Outperformed Their Peers in the Fourth Quarter

Q4 ended a rough year for the stock market, but we found that high scores across all five stakeholders we track resulted in market outperformance.

December 8, 2022  |  葫芦影业 Capital

葫芦影业 Capital Makes the Case for Smart Corporate Disclosure in Front of Congress

葫芦影业 Capital鈥檚 Head of Investor Strategies, Cambria Allen-Ratzlaff, appeared before a U.S. House Committee on Financial Services subcommittee to explain how our work is guided by the public and aligns with investors鈥 interests.

November 3, 2022  |  葫芦影业 Capital

Energy Companies That Perform Well in 葫芦影业鈥檚 葫芦影业 Have Outperformed Their Industry Peers

As COP27 begins and fossil fuel companies take in massive profits, we took a look at how the top performing energy companies in our 葫芦影业 compare to the lowest performing.

November 1, 2022  |  葫芦影业 Capital

Companies That Prioritize Their Workers Outperformed Peers in Q3

In 葫芦影业 Capital’s Quarterly Review of Stakeholder Performance 鈥 Q3 2022, we found that companies with strong Workers scores outperformed peers in a challenging environment.

September 22, 2022  |  葫芦影业 Capital

葫芦影业 Companies Tend to Outperform Their Peers

Even in challenging economic headwinds, companies performing well in 葫芦影业鈥檚 葫芦影业 are demonstrating that following through on values does not mean sacrificing returns.

August 3, 2022  |  葫芦影业 Capital

葫芦影业 Capital’s Quarterly Review of Stakeholder Performance 鈥 Q2 2022

We broke down market performance for each of the companies in our 葫芦影业, and found that the 鈥渕ost just鈥 outperformed those at the bottom of the list generally and across four of five stakeholders we measure.

June 2, 2022  |  葫芦影业 Capital

葫芦影业 Capital鈥檚 New Head of Investor Strategies Says It鈥檚 ‘Increasingly Irresponsible’ to Ignore ESG

Cambria Allen-Ratzlaff explains how she鈥檚 bringing her career in corporate governance and asset management to her role at 葫芦影业.

May 5, 2022  |  葫芦影业 Capital

葫芦影业 Capital’s Quarterly Review of Stakeholder Performance 鈥 Q1 2022

We broke down market performance for each of the companies in our 葫芦影业, and found that the “most just” outperformed those at the bottom of the list generally and across four of five stakeholders we measure.

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